Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16M
AUM Growth
+$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$25.1K
2
+$17.4K
3
+$12.4K
4
ALSN icon
Allison Transmission
ALSN
+$8.53K
5
CAT icon
Caterpillar
CAT
+$7.42K

Top Sells

1
+$82.9K
2
+$57.3K
3
+$25.3K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24.1K
5
JNJ icon
Johnson & Johnson
JNJ
+$21.8K

Sector Composition

1 Technology 19.96%
2 Healthcare 11.86%
3 Financials 11.67%
4 Consumer Discretionary 9.16%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17K 0.11%
280,797
-7,667
177
$16.9K 0.11%
129,645
-34,272
178
$16.6K 0.1%
434,338
+45,085
179
$16.6K 0.1%
68,070
-13,428
180
$16.6K 0.1%
215,364
-15,579
181
$16.5K 0.1%
103,942
-17,292
182
$16.5K 0.1%
132,870
-10,240
183
$16.4K 0.1%
69,903
-2,525
184
$16.2K 0.1%
469,382
-34,248
185
$16.1K 0.1%
282,453
-51,357
186
$16.1K 0.1%
46,330
-3,230
187
$15.9K 0.1%
154,963
+19,909
188
$15.8K 0.1%
44,121
-16,100
189
$15.8K 0.1%
283,165
+97,000
190
$15.6K 0.1%
199,244
-5,505
191
$15.5K 0.1%
103,492
-7,380
192
$15K 0.09%
186,629
-7,362
193
$15K 0.09%
81,335
-5,710
194
$15K 0.09%
62,694
-2,626
195
$14.8K 0.09%
46,302
-5,332
196
$14.7K 0.09%
124,057
-9,820
197
$14.6K 0.09%
101,824
-12,982
198
$14.6K 0.09%
211,081
-4,390
199
$14.5K 0.09%
174,779
+3,455
200
$14.4K 0.09%
324,111
+6,268
6 7
8
9 10